Categories
QBO Home Page

2017 January QuickBooks Online Dashboard – Find Your Way Around

Here is the quickest reference guide to 2017 January homepage dashboard in QuickBooks Online.

1. Left navigation bar
2. Create (+) icon
3. Main Gear icon
4. Bank download
5. Help

 

1. Left navigation bar
It shows the menu of items:
Customers Center
Vendors Center
Employees Payroll Center
Transactions to see related subitems like bank downloaded accounts, sales, and expenses list, and chart of accounts
Reports
Sales Tax (or Taxes for sales tax and payroll tax if payroll is activated)
Apps

Sorting order of items could be slightly different.

2. Create (+) icon
This is for adding any manual transactions in QuickBooks.

3. Main Gear icon
This is for managing your company prefer settings, subscription, lists, tools for import export data, bank reconcile, budget and audit log.

4. Bank download
This is where you will sync your bank accounts and credit card accounts to QuickBooks. You will see bank downloaded transactions in “For Review” tab. You can review and accept (add or match) the transactions. It will then post to QuickBooks bank register.

5. Help
Click the Help (?) icon to get help information.
Or just bookmark http://NewQBO.com – Your One-Stop QuickBooks Online Learn & Share Blog.
 
MUST READ THIS:

  1. Depending upon subscription level, you may see, up arrow icon. It means such functionality is not available in your plan. You will need to upgrade the plan. Caution: You can upgrade plan, but there is no downgrade in QBO.
  2. For new QuickBooks Online Feature Requests, click here. You can post your own idea, or just review and VOTE on already asked thousands of feature requests.

 








QuickBooks Online - Buy now and save 50%



FREE Trial
USA
CANADA

XERO - Alternative to QuickBooks

SAGE 50 Accounting

Limited Time Offer—Save Up To 37% On Sage 50 Accounting Software!

 
Related articles:
Comparing Homepage Dashboard Income and Expense to Profit and Loss reports
Tasks List on Home Page

Categories
bank feed Banking QBO QBO Home Page

How can I change the listing order of bank accounts on the new QB online dashboard

QuickBooks Online – How can I change the listing order of bank accounts on the new QB online dashboard





FREE Trial
USA
CANADA

XERO - Alternative to QuickBooks

SAGE 50 Accounting

Limited Time Offer—Save Up To 37% On Sage 50 Accounting Software!

QuickBooks Online - Buy now and save 50%


Categories
QBO QBO Home Page QBO Update

New Homepage Dashboard. Feature Request Customizable Homepage Dashboard

QuickBooks Online: New Homepage Dashboard. Feature Request Customizable Homepage Dashboard


Customizable Homepage Dashboard Screen Feature Request

It would be nice to have a customizable dashboard homepage where actual users get to pick what they need to see and which navigation buttons they use the most to the homepage screen. At this point, it’s Intuit hard-wired homepage dashboard even on privacy mode. Many business owners saying when they’re sitting next to their customers and creating transactions, they’re not interested in sharing profit or loss, expenses, bank accounts, income, and sales chart.

What they like to see the most on the homepage screen:

1) To do list
2) One click favorite reports
3) One click invoicing
4) One click write check
5) Tasks reminder (this used to be on old homepage, gone now)
6) Recent activities (this used to be on old homepage, gone now)
7) Create your own design enhancement features.
8) Completely wipe out current graphs and bank accounts.
9) Block marketing tips
10) Sign out from the home page

Want customizable QBO dashboard to do your job? Send them your feedback here.

Let’s make QBO dashboard customizable and actually useful.

Categories
QBO Home Page

Where is collapsible left navigation bar, no longer in QuickBooks Labs

Collapsible left navigation bar is no longer in QuickBooks Labs. Now, it’s permanent show or hide icon function on QBO home page.

To show or hide the left navigation bar, just click three line icon (displayed as ☰) located at the top left the corner.

Hiding (collapsing) the left navbar will save screen space. This works great to view on screen reports with multiple columns.

three-line-icon-hide-show-navigation-bar

three-line-icon-hide-show-navigation-bar1